A written technology roadmap for how your business should run: processes, tools, and priorities. AI is a major focus — not the only lens. Deliverables you can execute yourself; we do not build or implement.
After an assessment or years of patchwork software, most contractors lack a single roadmap that ties together CRM, scheduling, marketing, and AI. Without strategy, every purchase is a gamble.
Phone, CRM, website, and field apps that do not talk to each other drain time and hide blind spots.
Subscriptions and projects that overlap or solve the wrong problem add up fast.
Strategy is planning only — you get documents and priorities, not builds. That keeps scope clear and cost predictable.
Technology strategy for your processes with AI woven in where it pays off — deliverables designed for owner-operators who want to DIY.
Phased plan across operations, sales, marketing, and field workflow — not AI-only, but AI prioritized where ROI is strongest.
Written specs, tool shortlists, integration notes, and owner checklists — enough to implement in-house or bid out clearly.
Which automations, agents, and integrations fit your size, trade, and team — with effort vs. impact scoring.
We do not configure tools or write code in this engagement. That separation saves money if you have a capable office manager or IT partner.
We review your Assessment (if completed), current stack, workflows, and growth goals. You share access or screenshots as needed.
We map gaps, sequence initiatives, and draft the roadmap with AI and non-AI recommendations balanced for your business.
Walkthrough session plus final documents: roadmap, tool recommendations, and DIY implementation guides.
Transparent pricing with no hidden fees. Cancel anytime.
Technology roadmap and prioritization — what to build, buy, or skip before any implementation begins.
Starting at
Typical investment: $2,500–$5,000
Starting price shown. Final scope and investment are confirmed after discovery — every engagement is quoted individually.
A remodeling company planned to buy an expensive custom app. Strategy engagement reframed the need: CRM automations plus JobTread optimization would solve 80% of pain for a fraction of cost. They DIY’d phase one from our deliverables.
Avoided a $40K build; reallocated budget to high-ROI automations.
If any of these describe your situation, AI Strategy was built for you.
See if it fitsNot required, but recommended. The Assessment is faster and cheaper; Strategy goes wider across all technology, not only AI. Many clients do Assessment → Strategy → Implementation.
Not in this service. Strategy deliverables are yours to execute or to scope under AI Implementation. That keeps strategy honest — we are not incentivized to oversell build hours.
No. AI is a major pillar because it is where contractors see the most confusion and upside. We also cover CRM, scheduling, marketing systems, and integrations that support your whole operation.
Most engagements run 3–4 weeks from kickoff to final deliverables, depending on complexity and how quickly you provide access to current systems.
Yes. We often partner with an internal champion — they get the DIY guides and join review calls so adoption sticks after we wrap.
Start with a free AI audit to see your full opportunity — or reach out directly.
Month-to-month. No long contracts. Cancel anytime.
